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Rockwell Automation

1,130 hedge funds and large institutions have $26.6B invested in Rockwell Automation in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 426 increasing their positions, 363 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,130
Holders Change
-8
Holders Change %
-0.7%
% of All Funds
18.02%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
104
Increased
426
Reduced
363
Closed
95
Calls
$183M
Puts
$216M
Net Calls
-$32.6M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CCMG
751
Clark Capital Management Group
Pennsylvania
$361K +$858 +3 +0.2%
IA
752
IFP Advisors
Florida
$359K +$54.3K +190 +18%
MOS
753
MGO One Seven
Ohio
$358K +$25.7K +90 +8%
ALAM
754
Asahi Life Asset Management
Japan
$357K +$357K +1,250 New
CA
755
Centerpoint Advisors
Massachusetts
$357K
RCAG
756
Rehmann Capital Advisory Group
Michigan
$355K -$2.86K -10 -0.8%
PCM
757
Penserra Capital Management
California
$353K -$151K -530 -30%
CI
758
Cigna Investments
Connecticut
$352K -$43.6K -153 -11%
BPCE
759
Bank Pictet & Cie (Europe)
Germany
$351K -$369K -1,292 -51%
GVAG
760
Great Valley Advisor Group
Delaware
$351K +$286 +1 +0.1%
VAM
761
Verity Asset Management
North Carolina
$350K +$14K +49 +4%
WPW
762
Watershed Private Wealth
Illinois
$350K +$350K +1,226 New
WP
763
WealthSource Partners
California
$350K +$16K +56 +5%
CW
764
CreativeOne Wealth
Kansas
$350K -$136K -475 -28%
NS
765
NBC Securities
Alabama
$350K +$350K +1,227 New
SAM
766
Steinberg Asset Management
New York
$350K
TCPWM
767
Traverso Chambers Private Wealth Management
California
$347K
CFFP
768
Center for Financial Planning
Michigan
$346K
KV
769
Kickstand Ventures
New York
$345K +$345K +1,208 New
CDH
770
Charles D. Hyman
$344K
EF
771
Empowered Funds
Pennsylvania
$344K +$73.5K +257 +27%
NO
772
Ninety One
South Africa
$343K
MAWA
773
Moss Adams Wealth Advisors
Washington
$338K -$7.15K -25 -2%
WP
774
WealthPLAN Partners
Nebraska
$335K -$32.3K -113 -9%
CGA
775
Crescent Grove Advisors
Illinois
$334K +$334K +1,170 New